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730 hedge funds and large institutions have $41.7B invested in PG&E in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 343 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 59

93% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 178

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

8% more funds holding

Funds holding: 675730 (+55)

6% more capital invested

Capital invested by funds: $39.2B → $41.7B (+$2.47B)

1.33% more ownership

Funds ownership: 92.85%94.18% (+1.3%)

38% less call options, than puts

Call options by funds: $206M | Put options by funds: $331M

Holders
730
Holders Change
+55
Holders Change %
+8.15%
% of All Funds
9.62%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.25%
New
122
Increased
343
Reduced
178
Closed
59
Calls
$206M
Puts
$331M
Net Calls
-$125M
Net Calls Change
-$341M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
401
VCI Wealth Management
Missouri
$692K +$698K +34,299 New
AAS
402
Avantax Advisory Services
Texas
$680K +$33.2K +1,630 +5%
GCP
403
GSA Capital Partners
United Kingdom
$680K +$388K +19,082 +130%
SI
404
Stephens Inc
Arkansas
$673K +$37.1K +1,822 +6%
DWM
405
Diversify Wealth Management
Utah
$670K -$74.7K -3,674 -9%
Assenagon Asset Management
406
Assenagon Asset Management
Luxembourg
$663K +$28.9K +1,423 +5%
UCFA
407
United Capital Financial Advisors
Texas
$663K +$570 +28 +0.1%
FGP
408
Freestone Grove Partners
California
$657K +$662K +32,546 New
MSA
409
MUFG Securities Americas
New York
$651K +$657K +32,272 New
KRSITF
410
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$641K -$964K -47,374 -75%
Allianz Asset Management
411
Allianz Asset Management
Germany
$637K +$3.03K +149 +0.5%
CCWA
412
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$629K -$2.77K -136 -0.4%
TG
413
TCW Group
California
$620K +$31K +1,525 +5%
Loomis, Sayles & Company
414
Loomis, Sayles & Company
Massachusetts
$618K +$623K +30,645 New
OC
415
Oppenheimer & Co
New York
$616K -$51.6K -2,537 -8%
PAS
416
Park Avenue Securities
New York
$616K +$359K +17,636 +137%
HI
417
Horizon Investments
North Carolina
$593K +$7.42K +365 +1%
JFG
418
Jefferies Financial Group
New York
$590K -$2.92M -143,441 -83%
HWM
419
HB Wealth Management
Georgia
$574K +$24.1K +1,187 +4%
Jones Financial Companies
420
Jones Financial Companies
Missouri
$566K -$370K -18,206 -39%
Rockefeller Capital Management
421
Rockefeller Capital Management
New York
$550K -$4.92K -242 -0.9%
CG
422
Caprock Group
Idaho
$550K +$11.4K +561 +2%
SC
423
Savant Capital
Illinois
$547K +$35.4K +1,739 +7%
CWR
424
Chico Wealth RIA
California
$542K -$40.7K -2,000 -7%
WAG
425
Wallace Advisory Group
California
$541K -$117K -5,733 -17%